Filed January 8, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,338 | $85,766-51.8% | $136,294-69.7% | $70,131-41.1% |
| Participation rate | 66.2% | 74.2%-7.9pp | 81.9%-15.7pp | 69.5%-3.3pp |
| Annual return | 19.63% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $454 | $2,966-84.7% | $4,695-90.3% | $2,342-80.6% |
| Participant deferral / active EE | $3,098 | $5,051-38.7% | $6,247-50.4% | $3,332-7.0% |
| Admin fee / account holder | $746 | $5,420-86.2% | $9,243-91.9% | $4,645-83.9% |